EPI Washington Chapter Event | June 15, 2023 2022 Chapter Events Continuing Education Credits - CEPA

Continuing Education Credits - CEPA and otherwise

The Exit Planning Institute (EPI) has a co-branded version of the Empowering Business Owner Conversations keynote presentation to be conducted with John Hancock Investment Management team members

2023 Annual Membership: CEPA Credentialed

The Fed's tighter policy coincided with stimulus dollars (vestiges of COVID relief packages) largely running dry

As a General Partner for the 2024 Exit Planning Summit

EPI Washington Chapter Event | June 15, 2023 2022 Chapter Events Continuing Education Credits - CEPACome join us at the Mercer Island Country Club for drinks and lite snacks while we kick off summer. The EPI Washington Chapter is built around bringing together a local community of advisors to collaborate, sharing best practices, and spreading exit planning awareness. Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals. We hope to see you there.